Executives at some of the biggest RIA consolidators, HighTower, Beacon Pointe Wealth Advisors and Mariner Wealth Advisors, share their insights.
In the RIA world, it’s a seller’s market. But the expansion of financing options is pushing more sellers into the market, lenders say.
Dynasty Financial Partners wants to accelerate the pace and size of deals done by its internal network by connecting its firms with sellers.
High-growth firms are focused less on profits and referrals, and more on technology training, incentivizing client-facing employees and diversifying their businesses, according to Dimensional Fund Advisors' RIA benchmarking study.
Sabrina Lowell takes Michael Kitces behind the scenes of Mosaic Financial Partners' sale to Private Ocean last year.
Actionable advice for all advisors—no matter what stage of your career or whether you’re seated at a wirehouse or are an independent business owner—with Louis Diamond.
Top RIAs are growing by more than 15%. Does your practice measure up?
You could go with your gut, but is that the kind of advice you'd give a client facing a major life decision?
Key attributes of an independent business with “real franchise value.”
